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Invesco S&P MidCap 400 GARP ETF

94 hedge funds and large institutions have $303M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.77M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.24M
Goldman Sachs
28
Goldman Sachs
New York
$2.15M
CIA
29
Concurrent Investment Advisors
Florida
$1.92M
FF
30
Fortitude Financial
Washington
$1.9M
Truist Financial
31
Truist Financial
North Carolina
$1.61M
DIP
32
Davis Investment Partners
North Carolina
$1.54M
SPC
33
Sigma Planning Corp
Michigan
$1.39M
AFO
34
Arrowroot Family Office
California
$1.17M
Citadel Advisors
35
Citadel Advisors
Florida
$1.12M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.09M
OC
37
Oppenheimer & Co
New York
$1.02M
Two Sigma Investments
38
Two Sigma Investments
New York
$792K
RWA
39
Redhawk Wealth Advisors
Minnesota
$721K
MML Investors Services
40
MML Investors Services
Massachusetts
$700K
MFG
41
Merit Financial Group
Georgia
$612K
TCM
42
Tandem Capital Management
New Jersey
$578K
BWM
43
BNB Wealth Management
Maryland
$556K
AAS
44
Ameritas Advisory Services
Nebraska
$531K
Mariner
45
Mariner
Kansas
$525K
CWM
46
Cornerstone Wealth Management
Missouri
$515K
FFG
47
Fortune Financial Group
Florida
$504K
CFD
48
Creative Financial Designs
Indiana
$489K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$435K
BCA
50
Bay Colony Advisors
Massachusetts
$396K